ITC’s Business Model Review | Possible demerger? | What’s in it for the investors?

[@HarshvardhanLaw]

Honestly man, don't stop. I know you don't have the kind of viewership you deserve with this kind of content, but you're definitely gonna rule sooner rather than later.

[@rohanwalzade7965]

Very true

[@finshotstv]

Your encouragement inspires me! Thanks for the love!

[@rishavdhariwal4782]

@@finshotstv Hi Shrehith really like your videos, i had a question in this video for the agricultural commodities side you said that any weather related impact can increase the input prices of the segment diid you mean that a bad harvest would lead to reduced supply therefore increasing costs of the commodities or some other cause-effect that I may be missing? Also for future some topics I would like to see would be like to see are some other sector or industry breakdown that could be w.r.t to some company, these could be their past and present trends, growth prospects and threats. Thanks again for posting such insightful videos.

[@mrgbatra]

Finshots in this new avatar is as engrossing as the read every morning.😊 You guys along with a few other folks on the net are doing a great job of explaining concepts & financializing everyday life of Indians. Quite phenomenal ! 👍🏻

[@manmeetverma3971]

I don't know why people is not watching this video but i can happily say this is only video you need to know about ITC best video Thanks for giving this much information ☺️☺️

[@finshotstv]

Well, spread the word 🙌 Appreciate the support!

[@SiddhntJ]

The video was excellently articulated and researched, and I particularly enjoyed the insightful breakdown of each business and its associated problems. It's even more remarkable that ITC closed on a lifetime high today, making it an ideal moment to share the video. Thank you for creating and sharing such valuable content.

[@bhargavr8606]

Things learnt: 1. Falcon-eyed view of ITC business potential and dynamics 2. Power of enunciation laced in with contrived stutters that absolutely syncs with viewer's "woah, pause a sec" moment 3. Boom out the key words and charts nailing the moment to "entrench" it into hearts and brains of audience. Keep going man! No holds to bar you; nah not even the sky PS: Winsome textiles if it pleases you

[@nshekhar2]

Most businesses are simpler than ITC. ITC is not just a business but a conglomerate. This video explains the complex ITC business very well. I loved it! I would love to see similar videos explaining companies and/or sectors.

[@pranit2784]

Suggestion: please analyze with more emphasis on revenues instead of profits. Profits can be handled with magic accounting but revenues tell more of a story imo! Great video!

[@JatinV1]

I like the fact that you get into details for genuine discussion rather than some youtube video made for fast views

[@finshotstv]

Your words just made my day! Thanks for supporting my channel!

[@abisheksankar645]

bruh how the hell this quality video has only 28k views? glad i have found a goodchannel

[@ahmedvnit]

Love ur work. My first video and i immediately subscribed. Thanks for this content, though i am not convinced on ITC, but good to know all these details

[@manasbhatnagar5698]

I don't know where to put this comment, but I thoroughly appreciate your finshots daily and their song recommendations are cherry on top Keep Up with this good work

[@Simplepencildrawings]

bro your presentation skills are off charts! i can finally revive my attention span!

[@abhijithvarma2002]

Best Video on ITC!!!!! Hands Down..U are such a good teacher..

[@finshotstv]

Woohoo! So happy you enjoyed the video! Thanks for the love!

[@vicky.maurya]

While watching the video I thought those numbers in the bottom right corner was for links of the information sources that you might have put in the description, at the end it was a shock. Make a video on Dreamfolks Services.

[@anyav2694]

Really good vid! I have made a lot of profit on ITC to the point where it is the only thing driving my portfolio rn. Also, ITC recently recruited from my uni and paid the highest money any stream can get in the domestic market at the undergrad stage. I was shocked that most people did not even consider ITC even after the high salary prospects because they didn't know what ITC was as opposed to other well known law firms. Please make more videos on group companies and industries. Thanks!

[@atharvdixit7147]

The best industry analysis I have ever seen. Continue the same with other companies as well. Please consider this as a humble request

[@xyz1xyz28]

Yes ... Please continue your videos . your analysis and research are far far better than other finfluencers making videos on youtube .

[@SourabhKhandelia]

Could you create a video that explores the reasons behind the success of Tata Group in various industries, and how the company has a deep understanding of the Indian market? Awaiting the video...

[@prakarshdubey5121]

Then again...just putting the facts on the table remains the best way out!!!

[@manvinderarora1702]

Great stuff Shrehith, been your & Finshots fan since 2020! My $0.02 on ITC: I personally love the company, as you said its cigarretes business is one the biggest cash generative machines in corporate India - as far as the FMCG business is concerned - the management is doing everything right, and as you this ecosystem takes time to develop, and I think it has a real shot of being a 1 trillion in revenue by 2030, the exponential growth is very much in sight. Agri, packaging are just the greenshoots right - as the ecommerece demand picks up across the country, we need more oragnized & efficient players in these ecosystems - and ITC seems to be in the right place, so fingers crossed! I'll be loading up more on it come Monday & sit on it to see the management bring the plans to fruition!

[@rituparnajha7814]

Yeah, more videos on stocks and the larger stock market movements would be helpful. Keep up the good work!!

[@finshotstv]

Your support and encouragement is amazing! Thank you!

[@Mraquarius24]

Well presented Shrehith and great dissection done. Hope many more will benefit from your series. As Hash said. "Don't stop man.." 😊

[@finshotstv]

Thanks for watching and supporting my channel!

[@PankajPoddar]

Beautiful. Rich content. A lot of research. Please make a video on Reliance demerger and what it means to the investors investing in Reliance through the mutual fund routes. What will happen to the mutual portfolios holding reasonable stake in Reliance? How does it impact them?

[@ipankajp]

Very insightful content. Good work. Holding ITC since 2019 in large quantity for my retirement.

[@rajdoshi6329]

Liked the video and the analysis. Thank you. It'd help if the charts had clearer labelling. Like the chart at 4:37 could have a legend to indicate what the blue and yellow mean. It'd doesn't say it is a revenue and profits chart. That'd was a bit puzzling when I was watching the video.

[@anubhavonyt]

Apart from the fantastic information as always, I must say, the editing and the graphics are done amazingly well.

[@finshotstv]

Kind words like this what keep us motivated!

[@wateversky]

counter was brutal

[@manjeshnayak88]

Thumbs up, Shrehith. Would love to see more such videos. I feel these don't just give us insight into the stock fundamentals but also help us gain knowledge on how to read a stock. These are helpful indeed.

[@puneethdhondale8446]

Great video, and I don’t know where itc is headed, but there is one thing I know, it’s heading to my Demat account for sure 😂😂. Also an important thing when you consider talking about Foreign investors is looking at the returns they have made in USD terms instead of Rupee. The clarity you get behind their psychology when you see things from this perspective is something else.

[@sripra19]

Good Analysis Bro ! However, while comparing different businesses, you can add more teeth by comparing those individual business performances with their respective peers in the industry. This might give a better sense of the state of affairs. You did touch upon briefly for the FMCG business with EBITA comparison with HUL though...hope you get the significance...Keep brining such good stuff...Cheers !

[@nitinsinghbisht8959]

need more of these on other stocks perhaps a future stocks explained playlist

[@ChandrasekarAce]

This type of content is very helpful in educating individual investors like me! Please keep continue making this type of content. Well Explained Shrehith👏🏻

[@Bristol678]

Make a similar video on insurance business, one of the most complicated business to understand!

[@deepeshpalkar23]

Shrehith, Good informative video on ITC . Keep up the good work. Love the way you break down points and explain.

[@kartikshetty7989]

Hey man! Really loved the insights you gave. Would love to see such detailed videos about more companies. Good luck!!:)

[@anshiiikagupta]

Would love a breakdown of the EV Sector and where it is heading.

[@manikumar7231]

This is my first video watching in your channel. Really impressed by your work.. Good Job 👏 By the way subscribed the channel too🙂

[@c-36devdattmenon31]

Really explained well! I hope you attract traction on YT!!

[@SumitPrasad1]

Even though your videos are comparatively long, I enjoy watching them still 😊

[@finshotstv]

Thanks for tuning in and leaving a comment! You're awesome!

[@rishavdhariwal4782]

Hi Shrehith really like your videos, i had a question in this video for the agricultural commodities side you said that any weather related impact can increase the input prices of the segment diid you mean that a bad harvest would lead to reduced supply therefore increasing costs of the commodities or some other cause-effect that I may be missing? Also for future some topics I would like to see would be like to see are some other sector or industry breakdown that could be w.r.t to some company, these could be their past and present trends, growth prospects and threats. Thanks again for posting such insightful videos.

[@hrushikeshavachat900]

ITC is one of the best stocks for loss protection and returns from dividends. ITC will get a huge help from the demerger as it will allow them to unlock the underlying value of the FMCG and other industries while also enjoying the cash from the cigarette business. In the current scenario, the first is happening and the second is not happening.

[@amarnathshiva7870]

I really enjoy watching your videos and reading Finshot emails. Please cover different stocks

[@justbarath]

This kind of advice makes one a thoughful investor for sure! Thanks to the team

[@sivaprasad-lf8iy]

Excellent analysis on ITC and your presentation is also superb.

[@ALAKANANDADAS-dq2re]

Interesting and very insightful. Brilliant job done. I would like to see videos on derivatives market and how it works. Also, a similar story on Tata Group is greatly awaited.

[@gokulprasanna]

highly refined and rooted commentary..enlightening

[@finshotstv]

Hey, thanks for watching and for the encouragement, it means a lot to me!

[@PMehta1962]

Very insightful analysis, Shrehit. Well done! Could u cover gold loan companies like Muthoot and Manappuram pl?

[@rashmiacharya2177]

Contents superb. More such videos on Avenue Supermart, Colgate, HUL, etc. is expected from you.👌👌

[@harshparakh4520]

The video was amazing man!!!! Please do come up with more such videos, I have a lot of interest in stock market. Please do come up with videos on stock like dimart, jubilliant foodworks etc

[@SrashtiSahay]

Love love loved this video... If possible please convert this into a series where u do this for all giant companies in india, maybe foreign companies also

[@jacobphilip857]

Loved the video. Very detailed and easy to understand

[@captveeresh]

What could be standalone each separate business stock price could be? Tobacco Fmcg Hotels Tech Paper and Agri ?

[@rahulsisodia1980]

Hey, nice insightful content. Any idea on Personal Care Business

[@barunkaushik7015]

Great learning experience. Really appreciate the detailed explanations.

[@kunjanganatra3455]

Great content! Absolutely love these detailed videos. Looking forward to more such informative content on other industries. Thank you.

[@shivamtikhe2866]

Great work. Would like to watch more such data based videos on conglomerates.

[@ramaiahvikram2168]

Very nicely explained about ITC.

[@suhasu8560]

Nice video. Just a question, whats the number in the bottom right?

[@shubhamagarwal2321]

Please make a video on how insurance companies make money the complete supply/value chain involved. I know you are a founder of ditto and have been reading articles around awareness of buying insurance. Now I want to understand how to analyse insurance companies.

[@kishore7141]

ITC float is very high. They should do buyback to reduce it

[@amshiv]

Well explained, keep bringing more like this, thanks

[@manishsatapathy4165]

No kind of negative marketing of cigarettes can stop people from smoking and dying. Sad reality

[@rakshajain6773]

An incredible explainer. Sheer excellence.

[@Vikasmehta002]

The best industry analystis❤

[@1minutestoriesforu]

Great video ... Can you please do a video on the hotel industry ? (focus being on Indian Hotels and Lemontree) please

[@avinashumakantha]

Excellent video .. PLEASE DO MORE SUCH VIDEOS ❤

[@SaurabhJindal-we2ss]

Sir i am your huge fan, I request you to plz look into zydus wellness and explain us its business like you did for ITC Thanks and keep doing awesome work

[@Sonia-ls9fm]

Hats off ❤Thanku. Lots of hard work🤐

[@c-36devdattmenon31]

Please share insights about other companies as well!

[@combatcritique]

Good, well researched video 👍

[@nisargj7524]

Would like to know such an explainer for Piramal Enterprises Ltd. the impact of the demerger of pharma division on the profits of the company etc.

[@sanjaykumarsingh8493]

Thanks for this video. Can you make an video on CarTech Trade if possible. This stock is trading at 30% of its IPO price.

[@HrishikeshKamath]

Would suggest you to make a video on Electronic manufacturing

[@arijitmullick2]

Video on the insurance sector , LIC business

[@AvinavCThakur-hs9wl]

Spelling of recession is incorrect at around the 28 min mark. Started to enjoy these long form videos now 👍 Just wonder, could the hotel business be indirectly helping ITC with their overall marketing? Basically keep pushing the name ITC everywhere so that overall, their revenues and profits grow. Don't know if it's making much sense but just a thought

[@iniyan4404]

Fantastic explanation 😊

[@harshitpansari8748]

Similar explainer on IRCTC Stock would be great!

[@yashagar4443]

Btw in the stock market the rear view mirror is clearer than windscreen.

[@prakasanok]

Please come up with your analysis on Divis

[@vipinsreekumar19]

Yes. Other stocks pls

[@PrinceA303]

Simple and insightful explanation 👍

[@RamNarain-gs8bw]

Very nice video. Amazing reserch. Keep it up

[@manangoyal3896]

Amazing, can you do it the same for TATA Chemicals?

[@vishantshah4878]

The worst decision was to return profit as dividend rather than buy back since the share price was way below intrinsic value....had it been done it right way ,price would have been above Rs 450

[@arvind.b]

It is fun to watch it in 1.5x :)

[@Betheone_123]

You are truly amazing. The content and the way you deliver it✨

[@finshotstv]

Thanks a million for the encouragement and support! Keep on watching!

[@MONUCHANDAK-ie7ws]

It's was a very informative video. I really like the content that you post. Can you please cover the stock PI Industries

[@soumyagoswami5384]

Extremely well researched content, it would be very beneficial if you kindly give a similar analysis on Divis Laboratories, thank you

[@Rajpatel-ji5cj]

hi SSK thank you for very informative content, i am curious about the business model of Latent View Ltd, if you can make a video on the company and its stock. i requested it in Finshots as well, but never got any response.

[@eeshan1987]

Beautifully Articulate.. Keep them coming

[@spraveenca]

Great video , super brother

[@Mrudang08201]

Very insightful video

[@sachinsharma9874]

Really helpful and enlightening video... Thank you

[@finshotstv]

Glad you found the video helpful! Thanks for the support!

[@jaigehani]

27:34 is Jodhpur City

[@HimonRoy-p6c]

Well explained....

[@amjedshareef6616]

Awesome context, thanks for making the video

[@Ishank50606]

Awesome Content Man 👍

[@chitaranjansahu2545]

Really a fan sir well explained

[@indraraavi8401]

Hi Shrehith. Kindly make a video about IDFC First Bank. With Lot's of love ❤

[@rupeshshankar4666]

Yes can you do video on pcbl